OSM OmniStoreMan
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Resources — Guides

Guides for real operations.

Long-form, step-by-step guides on getting the most out of OmniStoreMan — from the first product import to running a franchise network.

1
Migrating from Shopify + a spreadsheet.
The 5-step import that gets your catalog, customers, and open orders in without downtime.
2
Setting up multi-warehouse the right way.
Locations, transfer routes, safety stock, and reserved-vs-physical rules that hold up.
3
Standing up a franchisee for the first time.
Provisioning a location, opening their AR account, granting portal access, first transfer.
4
Loyalty rollout playbook.
From switching it on at one store to a network-wide launch — with the cashier scripts.
5
Cycle count that doesn't close the store.
How to schedule, execute, and review counts by category without stopping sales.
6
Reports every owner should read weekly.
The seven reports we recommend on the weekly review — and what to do when they move.
Guides are being written by our onboarding team based on real customer questions. Publishing rolling.

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